Nvidia Photonics Deals Serve as Tailwind for THNQ & ROBO
Nvidia(US:NVDA) Etftrends·2026-03-04 17:57Nvidia Photonics Deals Serve as Tailwind for THNQ & ROBOThe AI narrative often centers on the limitless potential of software. However, the real-world trajectory of the technology is increasingly dictated by rigid physical limitations: copper wiring and data center temperature control.In a significant move to solve the energy bottleneck threatening the sector, Nvidia (NVDA) announced on March 2 a pair of multiyear strategic agreements and a combined $4 billion investment in Lumentum Holdings (LITE) and Cohe ...